ROI Financial Advisors’s American Superconductor AMSC Stock Holding History

ROI Financial Advisors’s Portfolio AMSC Stock Details AMSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$447K	Buy	15,355 +2,513	+20%	+$78.8K	0.23%	53
2026 Q2	$533K	Buy	12,842 +2,111	+20%	+$95.4K	0.28%	49
2026 Q1	$363K	Buy	10,731 +598	+6%	+$18.9K	0.22%	52
2025 Q4	$292K	Buy	10,133 +714	+8%	+$30.9K	0.17%	57
2025 Q3	$559K	Buy	9,419 +2,298	+32%	+$115K	0.33%	45
2025 Q2	$261K	Buy	+7,121	New	+$175K	0.17%	59

Other funds holding AMSC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

ROI Financial Advisors's AMSC Position: Q3 2026 in Review

ROI Financial Advisors increased its American Superconductor (AMSC) stake by 20% in Q3 2026, buying an estimated $78.8K and bringing the position to 15,355 shares worth $447K. The position accounts for 0.23% of the portfolio, ranked #53.

ROI Financial Advisors first reported a position in AMSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $559K in Q3 2025. 98 funds tracked by Wall St. Rank hold AMSC as of Q3 2026.

ROI Financial Advisors held 15,355 shares of American Superconductor worth $447K as of Q3 2026.
ROI Financial Advisors bought 2,513 American Superconductor shares in Q3 2026, an estimated $78.8K.
American Superconductor made up 0.23% of ROI Financial Advisors's portfolio in Q3 2026, its #53 holding.
ROI Financial Advisors first reported a position in American Superconductor in Q2 2025 and has held it in 6 quarters since.
ROI Financial Advisors's American Superconductor position peaked at $559K in Q3 2025.
98 funds tracked by Wall St. Rank held American Superconductor as of Q3 2026.

Based on ROI Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.